San Juan Basin Royalty Trust: An Unexpected Acceleration
Portfolio Pulse from
San Juan Basin Royalty Trust (SJT) faces delays in cash distributions due to excess production costs and liabilities. Cold weather benefits the trust, but Hilcorp's capital budget for drilling adds uncertainty to the timing of resumed distributions.

January 23, 2025 | 11:15 pm
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San Juan Basin Royalty Trust is experiencing delays in cash distributions due to $22.1 million in excess production costs. Cold weather is beneficial, but Hilcorp's drilling plans add uncertainty.
The delay in cash distributions due to excess production costs and liabilities is a negative factor for investors. While cold weather is beneficial, the uncertainty from Hilcorp's drilling plans adds risk, likely impacting SJT's stock price negatively in the short term.
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